Empowering Investors To Find Alpha Across Asset Classes

Markets today are more unpredictable than ever, and the mainstream financial news cycle doesn’t help.

Many investors find themselves following the masses, ignoring risk, and chasing trendy investments at the mercy of a turbulent news cycle.

I take a different approach:

  • Taking a step back to carefully examine the interplay between asset classes

  • Diving into the real drivers of market trends for balance

  • Weighing risk with common sense to find alpha in any market condition

Navigating the Market is where we break it all down:

  • Macro trends shaping stocks

  • Interest rates, the dollar, commodities — and how they relate to equities

  • Systematic strategies and options analysis to help you find growth and protect profits

You’ll also get a clear, blunt take on the market — no fluff, no sponsorships, no employer bias.

If you value independent thinking and serious market analysis, you’re in the right place.

What you get:

  • Free posts → Big-picture market insights, key trend breakdowns across asset classes

  • Paid subscription → Exclusive daily market commentary, systematic signals, deep dive macro analysis, premium video content. Plus, strategies to find alpha by utilizing all asset classes

Join the Navigating The Market community → navigatingthemarket.com
Subscribe → get full access today.

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Exclusive Macro Analysis: Tailored for investors seeking clarity on market trends, delivering in-depth research on the interplay between equities, options, flows, FX, rates, and commodities to uncover alpha across asset classes.

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Michael Kramer is a financial market strategist and the portfolio manager of the Mott Capital Thematic Growth Portfolio.